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Wealth Management

  • Personalized investment planning

  • Objective, unbiased investment process

  • A wide variety of funds

  • Investor-friendly quarterly performance reports

  • Continuous portfolio management & rebalancing

Securities and Advisory Services offered through Cadaret Grant & Co., Inc., a Registered Investment Adviser and member FINRA/SIPC.  Lax & Co. and Cadaret Grant are separate entities..  Securities offered in CA, CT, FL, IL, MA, MD, NH, NJ, NY, PA, RI & WA.

Life insurance, financial planning, insurance planning 3616 Post Road Warwick, RI 02886